Account Growth Consultant

6 days ago


Boca Raton, Florida, United States Insurance Staffing Full time
Insurance Career Opportunity

We are seeking a skilled and experienced Personal Lines Account Manager to join our team at Insurance Staffing. As an Account Manager, you will be responsible for growing our existing client base and developing new business opportunities.

Key Responsibilities:

  • Sales and Client Engagement: Leverage your insurance expertise to sell personal lines products to both new and existing clients.
  • Needs Assessment and Quoting: Conduct thorough needs assessments for clients, provide tailored insurance quotes, and follow up persistently to secure binding coverage and close sales.
  • Client Education: Serve as a trusted advisor by explaining policy terms and coverage options in clear, easy-to-understand language.
  • Relationship Building: Develop and nurture relationships with clients, local businesses, and referral sources to build trust and generate new business opportunities.
  • Book of Business Management: Take ownership of a portfolio of existing policies, including conducting timely policy renewals and making necessary updates.
  • Business Development: Actively contribute to the agency's growth by meeting and exceeding production targets and business development objectives.

About the Role

This is a dynamic role that requires a results-driven individual who can excel in a fast-paced environment. You will work closely with our clients to understand their insurance needs and provide expert guidance on personal lines insurance products.

What We're Looking For

  • Insurance Experience: A minimum of 2 years in a Property & Casualty (P&C) insurance sales role, with a proven track record of achieving sales targets.
  • Licenses: Active state insurance licenses, such as [State's] 220, 440, or 2044 licenses (or the equivalent).
  • Customer Focused: Exceptional customer service skills, with a talent for building rapport and resolving issues.
  • Tech-Savvy: Proficiency with Microsoft Office Suite and the ability to quickly adapt to agency management software.
  • Problem Solver: Strong communication, organizational, and problem-solving skills that allow you to manage multiple priorities and clients effectively.
  • Education: High school diploma or equivalent required; college degree is a plus.


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